SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 329 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.25 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553,124 | -27.7% | 15,772 | -23.5% | 0.06% | -23.5% |
| Q2 2023 | $764,849 | -12.0% | 20,627 | -9.8% | 0.08% | -20.6% |
| Q1 2023 | $868,946 | -8.8% | 22,867 | -5.0% | 0.10% | -12.8% |
| Q4 2022 | $952,572 | +11.5% | 24,067 | 0.0% | 0.12% | -18.8% |
| Q3 2022 | $854,000 | -11.1% | 24,067 | 0.0% | 0.14% | -9.4% |
| Q2 2022 | $961,000 | -9.2% | 24,067 | 0.0% | 0.16% | -2.5% |
| Q1 2022 | $1,058,000 | +49.6% | 24,067 | +43.2% | 0.16% | +50.9% |
| Q4 2021 | $707,000 | – | 16,802 | +559966.7% | 0.11% | – |
| Q3 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | – | 3 | 0.0% | 0.00% | – |
| Q4 2020 | $0 | – | 3 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PRUDENT INVESTORS NETWORK, INC. | 302,195 | $11,924,000 | 10.58% |
| Stewardship Advisors, LLC | 224,133 | $8,844,000 | 5.56% |
| TPG Financial Advisors, LLC | 161,789 | $6,384,000 | 5.26% |
| MFA WEALTH ADVISORS, LLC | 174,122 | $6,874,000 | 4.99% |
| Financial Planning & Information Services, Inc. | 232,424 | $9,171,000 | 3.65% |
| Traverso Chambers Private Wealth Management, LLC | 177,250 | $6,994,000 | 2.97% |
| FSA Wealth Management LLC | 105,615 | $4,168,000 | 2.94% |
| Mokosak Advisory Group, LLC | 100,043 | $3,954,000 | 2.39% |
| Aurora Private Wealth, Inc. | 152,928 | $6,035,000 | 2.14% |
| NorthRock Partners, LLC | 999,044 | $39,422,000 | 2.08% |